FNK vs IWR5YFNKFNKAvsBIWRIWRFirst Trust Mid Cap Value AlphaDEX Fund · $243MiShares Russell Mid-Cap ETF · $58.7BReturns · dividends in+14.8%3 years · per year$15,117 · $16,665+18.6%+8.5%5 years · per year$15,033 · $14,136+7.2%Cost and income0.74%Expense ratio$74 · $18 on $10k · lower wins0.18%1.52%
Overlap: FNK, IWR, IWFToday10.5%most shared, FNK and IWRFNKIWRIWFFNK—10.5%0.2%IWR10.5%—10.3%IWF0.2%10.3%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
FNK vs IWR5YAFNKFirst Trust Mid Cap Value AlphaDEX Fund$15,033vsIWRBiShares Russell Mid-Cap$14,137$10k$13k$15kNov 2021Nov 2026
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−0.9%−3.4%−2.9%+19.1%+9.4%−14.6%$117.1B2AFNKFirst Trust Mid Cap Value AlphaDEX FundReadDesk0.74%1.52%−0.1%+17.6%+22.7%+14.8%+8.5%−9.1%$243M3BIWRiShares Russell Mid-Cap ETFReadDesk0.18%1.15%−0.1%+15.8%+17.4%+18.6%+7.2%−8.2%$58.7BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
All Three5Y3 fundsBest 5YLowest feeHighest incomeSmallest dropMost assets#Ticker▲▼Fund▲▼TrendFee▲▼Yield▲▼Today▲▼YTD▲▼1Y▲▼3Y/yr▲▼5Y/yr▼Drop▲▼Assets▲▼1IWFiShares Russell 1000 Growth ETFReadDesk0.18%0.38%−0.9%−3.4%−2.9%+19.1%+9.4%−14.6%$117.1B2AFNKFirst Trust Mid Cap Value AlphaDEX FundReadDesk0.74%1.52%−0.1%+17.6%+22.7%+14.8%+8.5%−9.1%$243M3BIWRiShares Russell Mid-Cap ETFReadDesk0.18%1.15%−0.1%+15.8%+17.4%+18.6%+7.2%−8.2%$58.7BEnd-of-day Nov 10, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus
VUG vs SCHGYTDVanguardVUGVA+3.4%vsBSSCHGSchwab+4.1%Jan 1Nov 10+3.4%+4.1%+3.4%Year to date+4.1%0.03% · $3Fee · on $10k a year0.04% · $4$233BAssets$61.0B1–1levelEnd-of-day Nov 10, 2026
SCHD vs VIGYTDSchwabSCHDSA+33.8%vsBVVIGVanguard+15.1%Jan 1Nov 10+33.8%+15.1%+33.8%Year to date+15.1%2.9%Yield1.5%$123BAssets$109B2–0SCHD winsEnd-of-day Nov 10, 2026
JEPQ vs JEPIYTDJ.P. MorganJEPQJMA+6.0%vsBJMJEPIJ.P. Morgan+7.6%Jan 1Nov 10+6.0%+7.6%+6.0%Year to date+7.6%12.4%Yield7.9%$42.0BAssets$46.6B1–1levelEnd-of-day Nov 10, 2026
Overlap: FNK, IWR, IWFToday10.5%most shared, FNK and IWRFNKIWRIWFFNK—10.5%0.2%IWR10.5%—10.3%IWF0.2%10.3%—End-of-day Nov 10, 2026 · share held in common · outlined: the pair in versus
Income After Fees on $10,0001Y$97most kept, IWRIWR$115 − $18 = $97FNK$152 − $74 = $78IWF$38 − $18 = $20KeptFeeEnd-of-day Nov 10, 2026 · yield in dollars minus the fee